CPA firms often need clients to submit financial documents such as W-2s, K-1s, and 1099s, review draft returns, and sign IRS Form 8879. These interactions involve highly sensitive personal and financial information and must be handled in compliance with privacy regulations and industry best practices. MWB is used by office staff for:

Requirements:

• Secure uploads of client tax documents
• Secure downloads of draft and final returns
• Integrated e-signature of Form 8879 for IRS and state submission

Benefits:

• Simple, secure uploads without requiring client accounts
• Automatic team notifications upon document upload
• Mobile access to documents via MWB apps
• Auto-routing and sorting into client-specific folders
• Secure downloads with optional access security codes
• Remote e-signature with automatic return of signed forms

Wealth managers frequently need client signatures on regulatory and disclosure forms. Redirecting clients to broker-dealer portals can lead to confusion and loss of control. MWB helps firms retain control of the client experience from start to finish. Managing client wealth involves handling sensitive financial and personal data—requiring secure tools that align with privacy standards under laws such as the HITECH Act and GLBA.

Requirements:

• Collect client-signed disclosure and compliance forms
• Distribute quarterly reports and investment summaries
• Offer a simplified upload path for sensitive documents

Benefits:

• Maintain control over client interactions
• Reduce support time spent on navigating third-party portals
• Secure, compliant storage of signed forms
• Custom-branded for a professional client experience
• Helps support compliance with financial and personal data privacy regulations (e.g., HITECH, GLBA)

Many business owners manage accounts across multiple banks and must log into each one separately to download monthly statements or transaction files. This process is time-consuming, inconsistent, and often frustrating—especially when portals differ in design, speed, or file format.

Institutions that handle benefits accounts, insurance-linked services, or client identity data must increasingly comply with privacy requirements under GLBA, HITECH, and similar laws.

Banks can use MWB’s API to automate delivery of financial documents (e.g., statements, CSVs, QFX files) directly to a customer’s MWB account. Clients no longer need to log into multiple portals, saving time while improving convenience and security.

Requirements:

• Automated monthly or nightly delivery of bank statements and transaction exports
• Secure file routing to the customer’s MWB account using their unique WB address
• Included as a feature in premium or business banking tiers

Benefits:

• Mobile-first experience: Clients can manage banking documents without ever leaving their phone
• Convenience: No more logging into multiple bank portals just to download statements
• Security: Fewer logins mean fewer stolen passwords and reduced breach risk
• Efficiency: Cuts down on mailing, processing, and customer support costs
• Consolidation: All bank files delivered to one central, secure MWB account
• Upsell opportunity: Banks can offer this as a premium feature that customers are willing to pay for
• Aligns with financial and privacy compliance standards for secure document delivery and storage

Mortgage brokers are in the business of assembling loan packages from a wide variety of financial documents submitted by borrowers. MWB simplifies this process by offering brokers a streamlined way to receive, organize, and professionally prepare these materials—all under one roof while maintaining a strict level of client privacy.

Requirements:

• Collect pay stubs, bank statements, tax documents, and letters of explanation
• Track receipt of borrower documents across multiple deals
• Export and submit complete, professional-grade packages to lenders

Benefits:

• Centralized document collection from borrowers
• Combine Tool: Instantly merge multiple files into a single, clean PDF
• PDF Editing: Reorder or remove pages for a polished, lender-ready presentation
• Scanify: Auto-enhance mobile photo uploads to create scanner-quality PDFs
• All tools are integrated—no need for costly 3rd-party apps
• Auto-naming and auto-sorting streamline the prep process
• Enables brokers to deliver fast, high-quality submissions that impress lenders

Health insurance brokers handling both group and individual policies often face onboarding challenges. MWB simplifies and standardizes the intake process. These workflows involve highly sensitive personal and health-related data, requiring strict compliance with data privacy regulations such as HIPAA and the HITECH Act.

Requirements:

• Collect signed applications and ID cards
• Distribute plan summaries and rate sheets
• Handle group onboarding packets securely

Benefits:

• One-stop portal for client file intake
• Branded interface improves trust and professionalism
• Avoids insecure email attachments or shared drives
• Compatible with both group and individual client workflows
• Supports compliance with privacy laws like HIPAA and HITECH for handling sensitive personal and health-related information

Law firms, corporate legal departments, and compliance teams frequently need to share sensitive documents with clients, courts, or third parties — often requiring redactions for confidentiality, privilege, or regulatory compliance.

Legal professionals often manage personal, financial, and health-related records across industries. MWB enables redaction and transmission workflows that align with privacy regulations including HIPAA, HITECH, and more.

MWB offers a secure, streamlined way to collect, redact, and distribute legal documents from a branded portal.

Requirements:

• Secure intake of contracts, case files, or discovery materials
• Drag-and-drop redaction before third-party sharing
• Remote e-signature of NDAs, affidavits, or agreements
• Controlled access to files with audit trails and permission levels

Benefits:

• Built-in redaction with drag-and-drop ease
• Avoids third-party tools or accidental data leaks
• Simplifies litigation and compliance workflows
• Maintains client confidence with a secure, branded interface
• Enables secure handling of sensitive data across regulatory frameworks (HIPAA, HITECH, GDPR, etc.)

Educational institutions often need to collect, store, and share sensitive student information for purposes such as Individualized Education Programs (IEPs), academic records, enrollment forms, financial aid applications, and personnel records. These interactions may involve personal, medical, and financial data — requiring secure handling in compliance with privacy regulations like, HIPAA, and the FERPA Act.

MWB provides a secure, user-friendly platform for exchanging sensitive information between students, families, and administrative staff — without requiring families or students to set up accounts or navigate complex portals.

Requirements:

• Collect IEP documents, transcripts, and financial aid forms
• Securely share updates and approvals with families
• Maintain privacy compliance (FERPA, HIPAA, HITECH)

Benefits:

• Easy process for families to submit sensitive documents
• Custom-branded upload portals
• Secure access and storage of student records
• Supports regulatory compliance

The HR department of a mid-sized tech firm uses MWB to securely send and receive documents from new hires and manage performance reviews for remote employees. While many HR teams use an HRIS or payroll system to manage tax documents and basic onboarding, those systems often fall short when it comes to securely collecting supplemental documents or facilitating flexible workflows—especially for remote teams, contractors, or ad hoc compliance needs.

MWB complements existing HR systems by offering a secure, user-friendly way to collect and manage documents that fall outside traditional platforms while maintaining a high level of employee privacy.

Requirements:

• Collect ID documents, licenses, or certifications not handled by the payroll system
• Securely distribute and collect signed policy acknowledgments or training completions
• Share performance review templates and collect manager feedback
• Accept sensitive employee-submitted forms (e.g., leave requests, grievances, accommodations)

Benefits:

• Extends the capabilities of existing HRIS platforms
• No need for employees to create accounts
• Secure, auditable document flows
• Works seamlessly for remote and hybrid teams
• Reduces IT overhead and support tickets related to document collection

Property management firms handling multi-unit or portfolio properties often need prospective renters to submit applications that include highly sensitive personal and financial information—such as driver’s licenses, Social Security numbers, employment history, and banking or credit data. These interactions must be handled securely and in compliance with privacy regulations and industry best practices.

MWB provides a secure, streamlined solution for collecting application documents, managing lease agreements, and executing signatures without requiring renters to create accounts or use unfamiliar portals.

Requirements:

• Secure uploads of prospective renters’ application documents
• Secure access to draft and final rental agreements
• Integrated e-signature of rental applications and lease agreements

Benefits:

• Simple, secure uploads without requiring renter accounts
• Automatic notifications to leasing teams upon document upload
• Mobile-friendly access for property managers and applicants
• Auto-routing into renter-specific folders for organization
• Secure downloads with optional access codes
• Remote e-signature with automatic return of signed agreements

Nonprofit organizations often manage a wide variety of sensitive documents, from grant applications and donor agreements to volunteer onboarding forms and board meeting materials. These interactions may involve personal, financial, or even medical information — requiring secure handling in compliance with privacy regulations and donor confidentiality standards.

With limited IT resources and teams often spread across different locations, nonprofits need a platform that is both secure and simple. MWB enables nonprofits to collect, organize, and share critical documents without requiring recipients to create accounts or navigate complex systems.

Requirements:

• Securely collect applications, agreements, and board materials
• Accept donor or volunteer information without requiring accounts
• Support compliance for personal and financial data

Benefits:

• Streamlined file intake for multiple stakeholders
• Branded portals enhance trust and professionalism
• Reduces IT overhead by replacing multiple tools
• Supports compliance with privacy regulations

A local videographer uses MWB WhistlePages to collect photo submissions from clients for event montages and highlight videos. Clients can easily upload photo sets with minimal instruction, reducing errors and back-and-forth communication.

Requirements:

• Collect personal photos from clients
• Receive video or audio files for inclusion
• Simplify intake from non-technical users

Benefits:

• No login or account setup for clients
• Custom-branded upload pages for a professional experience
• Auto-sorting of files into labeled folders
• Built-in image size reduction on upload to preserve storage without sacrificing quality
• Reduces confusion and upload errors